See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,307 | $63,861+104.0% | $104,607+24.6% | $79,858+63.2% |
| Participation rate | 67.0% | 64.9%+2.1pp | 74.1%-7.0pp | 69.6%-2.6pp |
| Annual return | 15.08% | 21.30%-6.2pp | 340.46%-325.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,458 | $1,588-8.2% | $2,681-45.6% | $2,471-41.0% |
| Participant deferral / active EE | $4,369 | $2,693+62.2% | $3,740+16.8% | $3,740+16.8% |
| Admin fee / account holder | $4,148 | $4,185-0.9% | $6,473-35.9% | $5,306-21.8% |